-10.6%
DHR vs DAR
-31.4%
+20.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.1% | -5.4% | -1.2% |
| 7D | +0.2% | +3.6% | -3.4% | -0.5% |
| 30D | +6.4% | -11.3% | +17.6% | +8.4% |
| 3M | +13.6% | -13.1% | +26.8% | +15.9% |
| 6M | +41.9% | -15.1% | +57.0% | +44.8% |
| YTD | +3.4% | +50.5% | -47.1% | -6.3% |
| 1Y | +9.9% | +57.9% | -48.1% | -1.6% |
| 3Y | +21.6% | +28.9% | -7.4% | +9.4% |
| 5Y | -10.6% | -31.4% | +20.9% | -11.0% |
| All | -10.6% | -31.4% | +20.8% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DAR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling